CPA and Bookkeeping McKinney Alternative CPA McKinney. Who answers
Steven Palmieri, Tax CFO and the Entrepreneur's CFO, answers with the team that closes the month and prepares the return.
Pick a time
The person and the work
Who actually answers the phone
The city motto is Unique by nature. We like that the square still feels like its own place when so much around it is new. The work is less poetic and just as specific. Each month gets closed, payday is arranged on the provider you already run, the screen is readable, and the return is built from those months.
The first conversation is short and it does not open a file. You leave with a plain reading of the month, and sometimes that reading is that the books are already finishing without us. A signed letter is the moment the scope and the fee exist. Until that letter, the call was only a call.
You will talk to this practice. The footer number is printed on every page, and the Ask Steven chip reaches the same people. Neither one is a different company.
What we will not pretend
We will not pretend a signed audit, review, or compilation happens here. The disclosures page draws that line in full. We will not pretend we run payday. An open year is not filed as though the months were already finished.
A street and an email stay off this site. People reach us by the form or by the footer number. A booking time is a calendar, not a lobby.
This practice is not a CPA firm; Steven Palmieri is a Tax CFO, and the firm's name on this site is the Steven Palmieri practice. The work under the name is the books, the close, and the return.
How a relationship actually starts
You send a note or you pick a time. We read the note before the call when you sent one. On the call we name whether the open months get closed first or the work stops. If we are the wrong fit, we say that before you sign anything.
If you want the longer version of the limits, read the disclosures page before the call. It will not change the friendliness of the conversation. It will keep the conversation from promising a cover we do not sign.
The rhythm after the first call
The first call sorts the shape. The work after it is a calendar. A month closes, the screen is sent, and the questions are about that month rather than about the whole history of the company. If every call reopens the prior year, we have not finished the prior year, and we should say so.
You will meet the work on a video call or on the phone. There is no lobby on the square and no claim that we keep a room there. The books are shared, the dates are shared, and the person who reads your note is the same practice that prepares the return. Steven Palmieri is the Tax CFO on that work, and the month is closed with you rather than handed to a stranger.
A slow season is still a season we want on the calendar. Hotel months that were quiet, a shop that had a soft January, a contractor who was between jobs. Those months are not skipped because they feel small. They are the months that make the year believable.
If you already have a bookkeeper, an in-house person, or a provider login you like, say that. We do not arrive in order to replace a person who is doing the work. We arrive when the month is not finishing, the return is being built on unfinished months, or the public rows are being missed. Sometimes the right start is a cleanup of the open months and then a stop. We would rather stop than invent a retainer.
Introduce the month
Say what you want closed, and how far behind it is.
You will be talking to the Steven Palmieri practice.